olywelke
New Member

Type of account should not be selected - Pension and life isnurance surrender

I have entered a 1099R for a ongoing pension and separately a life insurance surrender (cash out).  Final review flags this as "Type of account should not be selected" they are not an IRA or 403B so the selection should be other - but it will not unflag or allow anything else.  I have not had this in the past for the pension.  How to resolve?